Retirement tax questions

If you took money from a 401k in 2023 you are going to get a 1099R which must be entered on your 2023 tax return.   Those are usually sent by late January or early February.  If they do not mail it to you, you might need to go on their website to get it.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**